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  • US Markets Wrap: Markets continue to push through "wall of worry”
    2025/08/08

    David Abella, Director of Investments, GoalVest reviews how much momentum is behind the recent marke run, against wall of worries -including: a rich S&P 500 valuation of 22.2X, relatively high tariffs that are now in force (which can cause stagflation), and continued tariff uncertainly especially with China, India, Mexico, and Canada.

    Produced/Presented: Ryan Huang

    See omnystudio.com/listener for privacy information.

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    9 分
  • US Markets Wrap: Keep an eye on market breadth
    2025/08/07

    Frank Cappelleri, Founder and President, CappThesis discusses what the fundamentals and technicals are indicating about market momentum. He also shares how he is approaching investing in energy and gold, against the tariff environment.

    Produced/Presented: Ryan Huang

    See omnystudio.com/listener for privacy information.

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    10 分
  • US Markets Wrap: Deregulation could be next catalyst for markets
    2025/08/06

    Todd Rabold, Investment Management Partner, Callan Family Office discusses how the Trump administration will focus on deregulation once the tariff discussions are completed. He expects financial, energy and technology companies to be among the beneficiaries.

    Produced/Presented: Ryan Huang

    See omnystudio.com/listener for privacy information.

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    8 分
  • US Markets Wrap: Staying long still a play for investors despite tariff uncertainty
    2025/08/05

    José Torres, Senior Economist, Interactive Brokers, explains why stocks rebounded on Monday following Friday's steep losses; what recent weak economic data means for interest rates moving forward; the rational behind OPEC+'s decision to boost oil output; and how investors should position themselves in August - an historically weak month for markets.

    Produced / Presented: Emaad Akhtar

    See omnystudio.com/listener for privacy information.

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    9 分
  • US Markets Wrap: Markets unfazed by latest FOMC meeting
    2025/08/01

    Daniel Tan, Portfolio Manager, Grasshopper Asset Management unpacks the main takeaways from the July FOMC meeting which saw no rate cuts as widely expected. He also looks at how much tariffs are driving the rate policy path and market sentiment.

    See omnystudio.com/listener for privacy information.

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    7 分
  • US Markets Wrap: Fed Chair Powell pours cold water on Sept cut hopes
    2025/07/31

    Damian McIntyre, Head of Multi-Asset Solutions, Federated Hermes discusses what the lower prospects of a rate cut will mean for markets, as uncertainty over the impact of tariffs loom. He also highlights the largely positive earnings season so far, where about 75 percent of companies that have reported have beaten expectations.

    Produced/Presented: Ryan Huang

    See omnystudio.com/listener for privacy information.

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    8 分
  • US Markets Wrap: Investors hit pause amid mixed earnings, FOMC decision ahead
    2025/07/30

    Josh Gilbert, Market Analyst at eToro unpacks what the latest earnings - including from Starbucks, Spotify - indicate about the growth outlook for the US economy. He also previews the FOMC's rate decision as the clock counts down towards the August 1st tariff deadline.

    Produced/Presented: Ryan Huang

    See omnystudio.com/listener for privacy information.

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    7 分
  • US Markets Wrap: Stocks grind higher amid big week of earnings
    2025/07/29

    Ryan Detrick, Chief Market Strategist, Carson Group looks at the bullish set up for markets this week against a busy backdrop of megacap tech earnings and a FOMC rate decision. He also discusses three recent "worries" that are overdone.

    Presented/Produced: Ryan Huang

    See omnystudio.com/listener for privacy information.

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    10 分